State Licensed Financial Planner
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Job Summary
To enhance planning capabilities, the full-time State Licensed Financial Planner will collaborate with Wealth Advisors to develop and execute personal financial plans, proactively drive annual client reviews, and identify new opportunities for client engagement in a remote or onsite capacity.
Key responsibilities
- Collaborate with assigned Wealth Advisors to create, maintain, and present financial plans for clients
- Proactively build and deliver plans for annual client reviews while achieving sales objectives
- Identify and uncover new opportunities through client discovery and unmet needs
Required qualifications
- Bachelor's degree in Finance preferred
- 4 - 6 years of proven experience in financial planning
- FINRA Series 65/63 or 66 licenses required
- CFP or CHFC designation required
- Extensive experience with the execution and presentation of financial plans
Complete Job Description
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